Crux Wealth Advisors’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Sell	1,479 -16	-1%	-$4.68K	0.18%	121
2025 Q1	$467K	Sell	1,495 -195	-12%	-$60.9K	0.24%	116
2024 Q4	$490K	Buy	+1,690	New	+$490K	0.27%	95